Portfolio (Quarterly)
Guide ↗
NEXT CENTURY GROWTH INVESTORS LLC
· CIK 0001134007| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | UAMY | United States Antimony | Basic Materials | 480,430 | $2.4M | 0.17% | SOLD |
| 22 | BA | Boeing Co | Industrials | 10,834 | $2.4M | 0.16% | SOLD |
| 23 | ORCL | Oracle Corporation | Technology | 11,385 | $2.2M | 0.15% | SOLD |
| 24 | GWRE | Guidewire Software | Technology | 9,943 | $2.0M | 0.14% | SOLD |
| 25 | NOW | ServiceNow Inc | Technology | 12,870 | $2.0M | 0.14% | SOLD |
| 26 | GSHD | Goosehead Insurance | Financial Services | 26,050 | $1.9M | 0.13% | SOLD |
| 27 | BSX | Boston Scientific Corp | Healthcare | 10,198 | $972K | 0.07% | SOLD |
| 28 | — | Great Lakes Dredge & Doc | — | 30,520 | $400K | 0.03% | SOLD |
| 29 | — | M-Tron Industries - Warrants | — | 27,967 | $28K | 0.00% | SOLD |
Sector Allocation
Technology
29.8%
Industrials
28.8%
Healthcare
20.2%
Consumer Defensive
10.3%
Consumer Cyclical
5.7%
Financial Services
2.7%
Communication Services
1.4%
Basic Materials
0.5%
Utilities
0.4%
Energy
0.2%